Cambria Investment Management’s Truist Financial TFC Stock Holding History

Cambria Investment Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.25M	Buy	201,224 +26,894	+15%	+$1.33M	0.52%	89
2025 Q4	$8.58M	Sell	174,330 -30,113	-15%	-$1.39M	0.5%	78
2025 Q3	$9.35M	Buy	+204,443	New	+$9.22M	0.57%	61
2025 Q2	–	Sell	-6,678	Closed	-$275K	–	479
2025 Q1	$275K	Hold	6,678	–	–	0.02%	313
2024 Q4	$290K	Buy	+6,678	New	+$298K	0.02%	337

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambria Investment Management's TFC Position: Q1 2026 in Review

Cambria Investment Management increased its Truist Financial (TFC) stake by 15% in Q1 2026, buying an estimated $1.33M and bringing the position to 201,224 shares worth $9.25M. The position accounts for 0.52% of the portfolio, ranked #89.

Cambria Investment Management first reported a position in TFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.35M in Q3 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Cambria Investment Management held 201,224 shares of Truist Financial worth $9.25M as of Q1 2026.
Cambria Investment Management bought 26,894 Truist Financial shares in Q1 2026, an estimated $1.33M.
Truist Financial made up 0.52% of Cambria Investment Management's portfolio in Q1 2026, its #89 holding.
Cambria Investment Management first reported a position in Truist Financial in Q4 2024 and has held it in 5 quarters since.
Cambria Investment Management's Truist Financial position peaked at $9.35M in Q3 2025.
1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.